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| − | Zoom In | + | '''Zoom In''' |
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| − | Can you drill into the transactions? | + | '''Can you drill into transactions?''' |
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| − | Summary - This displays Outstanding Balances
| + | Yes, the ability to '''drill down''' to view each transaction, all the way down to the original transaction, within ERP Reports is a valuable tool. The time saved in identifying what an amount in one of your key reports is made up of is invaluable to any growing, efficiency-conscious business. |
| − | Details - This displays Outstanding Balances by Transaction type, e.g. Invoice
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| − | Extra Details - This displays Outstanding Balances by Invoice etc. including all information regarding the transaction
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| − | such as Invoice numbers.
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| − | In extra details you can 'drill down' to view the source transactions, by simply double clicking on the line.
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| − | Drillable Reports
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| − | The ability to drill down to view each transaction, all the way down to the original transaction, within ERP Reports
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| − | is a valuable tool. The time saved in identifying what an amount in one of your key reports is made up of | + | |
| − | is invaluable to any growing, efficiency-conscious business. | + | |
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| − | How to Drill Down into Reports
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| − | Reports should be studied by each User in an effort to work out what reports relate best to your needs. This applies
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| − | to all Reports within the ERP database.
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| − | There are a few basic rules that apply to ERP Reports. These are as follows:
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| − | Filtering; Searching; Exporting; Customising; Printing; are all standard features of ERP reports.
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| − | Reports are either Real Time, As At a particular point in time, e.g. Balance Sheet and Trial Balance Reports
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| − | (this can be both). OR they are Date Range / Custom Range specific, meaning data can be viewed for a
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| − | particular time frame.
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| − | Some reports can be viewed in Summary, Detail or Extra Detail modes.
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| − | Report figures are drillable, i.e. you can drill into the transaction
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| − | The Accounts Receivable Report will load in Summary mode.
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| − | As stated above, Reports that can be viewed in Summary, Details and Extra Details mode are only drillable in
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| − | Extra Details mode.
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| − | Select the Extra Details radio button to load the transactions that make up the total figures for each Customer.
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| − | The figures in bold are the total (header) amounts due per Customer, you cannot drill into these.
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| − | The amounts of each individual transaction detailed per Customer can be drilled into.
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| − | Double-click on an amount
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| − | What makes up this amount will then be displayed on screen, eg an invoice
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| − | From within the Details on a report you can continue to drill-down until you get to the original transaction that makes
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| − | up the amount
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| − | Double-click to open the Reconciliation of this Deposit.
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| − | The Reconciliation that this Deposit was reconciled in will load.
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| − | Can you customise the appearance of drillable reports generated from the lists. Sales Order List, Invoice List,
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| − | Purchase Orders List, etc?
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| − | Open the report
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| − | You can click onto the Column header which will sort up or down, the hand indicates which way
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| − | You can left mouse click and hold the mouse on a column header, then drag the column and place it where you want it.
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| − | Select Customise tab at the bottom
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| − | Untick what you do not want to see on the report, and tick what you would like to see
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| − | Select the Custom Report Tab
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| − | Enter a Report Name
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| − | Then select Create Custom Report
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| − | This will then save the report into My Reports, Now when you go into the Report selector a radio button called My Reports
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| − | Will be available that will hold all custom reports saved.
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| − | Note: if you choose a Report Selector Tab (optional) this will mean the custom report will open in the tab you choose, eg Appointments
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| − | Leave this blank to save the reports to My Reports.
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